Every Tool a Mortgage Loan Officer Needs, in One Platform
Broker Marketplace replaces the pile of point subscriptions most loan officers juggle: website builders, CRM and database mining, e-signature, video, design apps, and market data feeds. Below is the full catalog of marketing, CRM, and AI tools included in one $249/month plan, organized the same way you will find them inside the platform.
Every tool below is included for every subscriber. No tiers, no add-ons, no per-seat surprises, and your realtor partners use the co-branded tools free.
Core Tools
The essentials that power your daily workflow
Open House Genie
Spin up a co-branded open house landing page and flyer in minutes, complete with QR sign-in and automatic lead capture for you and your realtor partner. Leads flow straight into your pipeline with dual notifications so both sides of the partnership win.
HomeAI
Generate branded home value and equity reports your clients actually open, powered by live property data. Batch CSV processing runs an entire database at once, and co-branding keeps your realtor partners in the conversation.
Refi Finder
Continuously mines your client database for refinance opportunities using equity analysis and rate movement. Daily morning reports and rate drop alerts tell you exactly who to call before another lender does.
LoanSight
Build visual loan presentations across six scenario types, from rate buydowns to refinance comparisons. Side-by-side views and branded PDF export make complex options obvious to borrowers.
Broker Bot
Describe the loan and Broker Bot matches it against 200+ wholesale lenders in seconds, including niche scenarios. It also analyzes appraisal rebuttals so you walk into every pushback prepared.
Swift Sign
Send mortgage documents for e-signature with named signer slots, real-time status tracking, and full audit trails. Reusable templates for one to four co-borrowers make repeat packages a two-minute job.
Homes Portal
Give buyers a branded home search portal with saved properties, AI insights, and open house integration. Every search keeps your name and your realtor partner front and center.
Calculators Suite
Seven mortgage calculators covering purchase, refinance, net proceeds, buydowns, DSCR, FHA Streamline, and VA IRRRL. Embed them on your website or share them directly with clients.
AI & Creative Studio
AI-powered tools for content, design, and marketing
Design Center
A full creative suite with AI staging, AI headshots, video clips, and a drag-and-drop design editor. Produce listing graphics, social posts, and print pieces without leaving the platform.
AI Email Templates
Design on-brand marketing emails with real-time AI, conversational editing, and automatic branding. Arive merge fields drop in live loan data so campaigns personalize themselves.
Reachly Video
Record HD video with webcam and screen share, trim it in the built-in editor, and send trackable links. Engagement analytics show exactly who watched and for how long.
Research AI Podcast
Turn a topic into a polished AI podcast episode with deep research, natural two-voice dialogue, and studio-quality synthesis. Publish market updates your database actually listens to.
Website Builder
Describe the site you want and the AI builds a professional mortgage website with lead capture, custom domains, blogs, and built-in SEO. Edit anything in plain English and publish in one click.
Voice & Dictation
Voice input works across the entire platform, so you can dictate emails, notes, and content on the move. Faster than typing, everywhere you work.
Analytics & Intelligence
Real-time data and insights to stay ahead
Real-Time Rate Tracking
Live 30-year, 15-year, FHA, and VA rates alongside MBS movement and the 10-year Treasury. Know where pricing is heading before your clients ask.
National LO Rankings
RETR-powered national rankings by units, volume, state, loan type, and wholesale versus retail. See exactly where you stand and use it in your marketing.
Guideline Updates
Instant alerts when Fannie Mae, Freddie Mac, FHA, or VA change guidelines, with plain-English AI summaries and chat in 53 languages. Never get caught quoting an outdated overlay.
Client Database Mining
Equity analysis and FICO tracking across your whole book of business surface the clients ready for their next transaction. Targeted campaign tools turn those insights into conversations.
Platform & Integrations
Everything else that makes the platform complete
Realtor Partnerships
Invite unlimited realtor partners for co-branded landing pages, shared tools, and dual lead capture at no extra cost. Become the loan officer agents cannot afford to leave.
Community Forum
A built-in community of mortgage professionals sharing scenarios, wins, and lender intel. Ask a question and get answers from people doing the same job.
Feature Voting
Vote on the roadmap and request the features your business needs. The platform ships weekly and your feedback decides what comes next.
Business Card
Create a digital business card with your branding, links, and lead capture, shareable by link or QR code. One tap and a new contact has everything.
Lender Directory
A searchable directory of wholesale lenders with detailed profiles and contact information. Find the right account executive without digging through old emails.
Newsletters
Curated mortgage industry newsletters and updates delivered inside the platform. Stay sharp without another inbox subscription.
Support Tickets
Built-in support with ticket tracking so questions never get lost in email. Real humans, fast answers.
CRM Integration
Sync contacts, email, and calendar with Outlook and Google. Your existing workflow keeps working while Broker Marketplace adds the firepower.
Zapier & Webhooks
Automate workflows with Zapier, N8N, and custom webhooks, plus a full API. Connect Broker Marketplace to the rest of your stack in minutes.
Custom Domains
White-label the platform under your own domain with subdomain routing for your team. Your brand stays front and center with every client touch.
Mobile PWA
Install Broker Marketplace as a mobile app with push notifications and offline support. The whole platform in your pocket.
One Login Instead of Six Subscriptions
Bought separately, the tools above typically cost more than $420 per month, and a premium best-of-breed stack runs far higher. Broker Marketplace includes all of them for one price. See the full cost breakdown on the pricing page, or try everything free for 7 days.
Empowering Mortgage Professionals
The complete platform for mortgage loan officers to find deals, mine databases, and create value for referral partners.
Free Resources
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